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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,305 | $69,774-78.1% | $67,575-77.4% | $74,459-79.4% |
| Participation rate | 16.3% | 71.4%-55.0pp | 72.9%-56.6pp | 67.2%-50.9pp |
| Annual return | 13.89% | -40.53%+54.4pp | 3528.98%-3515.1pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $546 | $3,636-85.0% | $4,003-86.4% | $4,350-87.4% |
| Admin fee / account holder | $663 | $890-25.4% | $3,993-83.4% | $1,945-65.9% |